AI & automation · Practice guide

Build onboarding around what a new starter needs

Illustrative situation

A new starter receives many welcome messages but essential access and equipment tasks remain incomplete. Welcome emails do not tell you whether a new colleague can start work. Onboarding is more useful as an owned list of practical dependencies, tailored to the role. Each item should distinguish a request being sent from the result being usable.

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Save repeated work while keeping your team in control.

What this means for your practice

Organise onboarding around owned tasks and accepted completion evidence. Keep role-specific requirements explicit rather than assuming one checklist fits every employee.

An example to discuss with your team

Walk through a fictional starter with a nonstandard role.

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A practical conversation with your supplier

Walk through a fictional starter whose role differs from the usual template. Who provides equipment, approves access and checks the essentials are ready? The manager needs a clear view of unresolved items before the first day. Avoid hiding them inside a reassuring overall completion percentage.

Plan the first improvement

Build the onboarding list around the new colleague's first useful work. Ask the receiving manager which tasks need to be possible on day one and what can follow later. Work backwards from those tasks to equipment, accounts, information and introductions, assigning each to someone who can actually deliver it. A welcome email may be one item, but it should not dominate the progress view while a crucial dependency remains unfinished. Distinguish a request, an approved action and a usable result.

If equipment is ordered but has not arrived, the manager should see that difference before the start date. Include exceptions such as a different location or unusual role in the walkthrough so the process does not assume every starter is identical. Agree a route for unresolved items during the first working days. Review delays by the dependency that caused them, which is more useful for improvement than merely counting whether the overall checklist was eventually closed.

How to check the result

Count new starters still waiting for essential work that has no responsible owner.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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